Added to YB: 2025-11-25
Pitch date: 2025-11-23
CSU.TO [bullish]
Constellation Software Inc.
+0.18%
current return
Author Info
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Company Info
Constellation Software Inc., together with its subsidiaries, acquires, builds, and manages vertical market software businesses to develop mission-critical software solutions for public and private sector markets.
Market Cap
CAD 50.3B
Pitch Price
CAD 3.3K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
26.18
P/E
73.26
EV/Sales
4.81
Sector
Software
Category
growth
Constellation Software: The end of software because of AI?
CSU.TO: Canadian software conglomerate acquiring niche VMS companies at 1-1.5x revenue targeting 20-30% IRRs. Despite 30% 2025 pullback on Leonard succession/AI fears, Q2 FCFA2S +20%, ROE 31%. Decentralized 1000+ units, 73% recurring revenue, 4% organic growth. Trades 37x P/FCF vs 15%+ FCF growth potential.
Read full article (9 min)